Robert Quartaro, Cfa Email & Phone Number

US

Dublin, IE

• Smurfit Westrock is a leading global provider of paper-based packaging, formed by the merger of Smurfit Kappa and WestRock in July 2024
• Managed Investor Relations team to develop investor communications strategy, continuously improving investor understanding of WestRock’s business opportunities, competitive environment, market strategy, performance.
• Developed and executed the company’s first investor day in five years to communicate new management team’s strategy to drive growth, reduce costs, and improve return on invested capital
• Maintained communications with shareholders, prospective investors, and 12 equity analysts via telephone, conferences, 1x1 meetings, and roadshowsFOCUS: Investor Relations, Corporate Finance, Asset Management, CFA.

Ft. Lauderdale, FL, US

• America’s largest automotive retailer and a Fortune 200 company
• Developed and executed strategic communications plan for AutoNation’s brand extension strategy, offering new private-label products, stand-alone used vehicle stores, and collision center expansion to diversify revenue.
• Cultivated strategic partnerships to promote diversity among AutoNation’s charitable giving, community outreach, and vendor relationships as a member of AutoNation’s Diversity and Inclusion Council
• Maintained communications with shareholders, prospective investors, and up to 18 equity analysts via conferences, meetings, and roadshowsFOCUS: Investor Relations, Corporate Finance, Treasury, Asset Management, CFA.

Ft. Lauderdale, FL, US

Ft. Lauderdale, FL, US

Ft. Lauderdale, FL, US

• Supported refinancing of the company’s $1.7B credit facility and $350M Senior Notes offering to reduce pricing and provide adequate liquidity
• Acted as a key resource for the Chief Financial Officer and Treasurer by providing research and analyses on shareholder base, public peers, and macroeconomic and industry trendsFOCUS: Corporate Finance, Treasury.

San Mateo, California, US

• Franklin Templeton Investments is a global asset manager and a member of the S&P 500
• Supported equity portfolio managers with stock, sector, and regional research using Bloomberg, Factset, and sell-side research to drive portfolio investment decisions
• Prepared presentations and reports for marketing, sponsor due diligence, and client meetings to demonstrate investment philosophy and portfolio performance
• Collaborated with trading to implement portfolio management decisionsFOCUS: Asset Management, CFA, Chartered Financial Analyst, Equity Valuation, Financial Analysis, Portfolio Management, Process Improvement

San Mateo, California, US

• Collaborated with Project Manager to restructure Global Fund Accounting Department processes into a production line, driving process improvements and reducing costs by shifting headcount to lower cost locations
• Analyzed workflows for several business units and implemented process improvements
• Collaborated with senior management on project planning and drafted project communication plans to ensure alignment across all stakeholdersFOCUS: Asset Management, CFA, Chartered Financial Analyst, Communications.

San Mateo, California, US

• Supervised staff of seven to ensure all daily, monthly, and periodic reporting deadlines were met. Reviewed team’s work to ensure Net Asset Values (NAV’s) were computed accurately and published timely
• Served as Fund Accounting Department’s key project manager and liaison to IT and PMO departments to identify, develop, and implement process efficiencies
• Prepared and reviewed mutual fund financial statements, expense projections, board of directors’ reports, performance reports, and other internal documents for accuracy and reasonableness
• Processed and reviewed complex corporate actions including mergers, tender offers, stock dividends, etc.
• Assessed the development needs of staff and conducted performance reviewsFOCUS: Asset Management, CFA, Chartered Financial Analyst, Financial Analysis, Portfolio Management, Strategic Advisor, Shareholder Value.

San Mateo, California, US

Mba

Bachelors, Finance